Wall Street expects flat earnings compared to the year-ago quarter on higher revenues when Silvercorp (SVM) reports results for the quarter ended September 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on No ...

We came across a bullish thesis on Silvercorp Metals Inc. on Value investing subreddit by Visual-Listen353. In this article, we will summarize the bulls’ thesis on SVM. Silvercorp Metals Inc.'s share was trading at $7.03 as of October 7th. SVM’s trailing and forward P/E were 27.40 and 18.38 respectively according to Yahoo Finance. Photo by Scottsdale Mint on Unsplash Gold’s record-breaking run in 2025 has renewed investor attention on silver, which historically lags gold before sharply catching up as th ...

Group 1 - Gold stocks experienced a significant increase, with Silvercorp Metal (SVM.US) rising over 4%, Gold Fields (GFI.US) increasing more than 3%, and Harmony Gold (HMY.US) and Newmont Mining (NEM.US) both gaining over 2% [1] - Spot gold surged by 1.25%, reaching a new historical high of $4,260 [1]

Core Viewpoint - Silvercorp Metals Inc. reported operational highlights for Q2 Fiscal 2026, indicating production increases in silver, gold, lead, and silver equivalent, while zinc production saw a decrease. The company is also advancing construction at the El Domo mine significantly. Group 1: Operational Highlights - The Ying Mining District processed 265,002 tonnes of ore, a 26% increase compared to Q2 Fiscal 2025, producing approximately 1,529 thousand ounces of silver, 2,085 ounces of gold, 12,928 thousand pounds of lead, and 1,423 Klb of zinc, with production increases of 1%, 76%, 6%, and 8% respectively, while zinc production decreased by 21% [3][7] - The GC Mine processed 76,249 tonnes of ore, down 12% from Q2 Fiscal 2025, producing 130 Koz of silver, 1,306 Klb of lead, and 4,221 Klb of zinc, with silver production decreasing by 5% and lead and zinc increasing by 6% and 5% respectively [4][7] - A total of 77,507 meters of drilling and 14,437 meters of exploration tunneling were completed across the Ying Mining District and the GC Mine [7] Group 2: Financial Performance - Revenue for Q2 Fiscal 2026 was approximately $83.3 million, representing a 23% increase over Q2 Fiscal 2025 [7] - Silver production reached 1.7 million ounces, a slight increase of 0.2% compared to the previous year, while silver equivalent production was 1.84 million ounces, up 5% from 1.75 million ounces in Q2 Fiscal 2025 [7] Group 3: Project Developments - The El Domo mine construction advanced significantly with approximately 1.29 million cubic meters of material removed, a 249% increase over the last quarter, and the construction camp is scheduled to be fully operational in October 2025 [5][7] - Surface clearing for the tailings storage facility began in September 2025, with 15,700 cubic meters of topsoil excavated [5]

Core Insights - Almonty Industries Inc. (ALM) shares experienced an 11.5% increase, closing at $8.64, with a notable trading volume, contributing to a 73.8% gain over the past four weeks [1] Company Developments - Almonty has filed a legal application against Pure Tungsten Inc. in the Ontario Superior Court, claiming that misleading statements from Pure Tungsten threaten market integrity and shareholder interests [2] - A large-scale drilling program commenced at the Sangdong Molybdenum Project in South Korea to confirm molybdenum reserves, addressing a local shortage [3] - The Sangdong mine is one of the largest tungsten deposits globally, with Phase I production expected to start this year, targeting a throughput capacity of 640,000 tons of tungsten ore annually [5] Industry Context - Tungsten is critical for various applications due to its hardness and high melting point, with China controlling approximately 82% of global production, highlighting the urgency for alternative production sources [4] - The expected construction completion of Phase II of the Sangdong project by 2026 aims to increase throughput to 1.2 million tons of tungsten ore per year [5] Financial Expectations - Almonty is projected to report quarterly earnings of $0.00 per share, reflecting a 100% year-over-year change, with revenues anticipated at $17.33 million, a 248% increase from the previous year [6] - The consensus EPS estimate for Almonty has remained stable over the last 30 days, indicating that stock price movements may be influenced by earnings estimate trends [7]

Core Points - Silvercorp Metals Inc. reported that all matters submitted to shareholders for approval at the annual general meeting were approved by the requisite majority of votes cast [1] - A total of 108,216,233 common shares, representing 49.50% of the votes attached to all outstanding shares, were represented at the AGM [1] - The election results for directors showed significant support, with Ken Robertson receiving 98.52% and Helen Cai receiving 99.10% of votes in favor [1] Voting Results - Dr. Rui Feng: 72,449,788 votes for (86.85%), 10,967,601 withheld (13.15%) [1] - Paul Simpson: 69,257,640 votes for (83.03%), 14,159,749 withheld (16.97%) [1] - Yikang Liu: 72,679,602 votes for (87.13%), 10,737,787 withheld (12.87%) [1] - Marina Katusa: 72,317,897 votes for (86.69%), 11,099,492 withheld (13.31%) [1] - Ken Robertson: 82,186,838 votes for (98.52%), 1,230,551 withheld (1.48%) [1] - Helen Cai: 82,666,643 votes for (99.10%), 750,746 withheld (0.90%) [1] Other Approvals - Shareholders re-approved the share-based compensation plan and the re-appointment of Deloitte LLP as auditors for the upcoming year [1] - Final results for all matters voted on at the AGM will be filed on SEDAR+ and EDGAR, as well as on the company's website [1]

Core Viewpoint - Hilltop Metal Mining (SVM.US) has seen a significant stock increase of 17.27% on Monday, reaching $6.11, with a year-to-date rise of 104% [1] Group 1: Market Performance - On Monday, gold futures for December delivery rose by $69.30, or 1.9%, closing at $3,775.10 per ounce, marking the highest closing price on record for the most active contract [1] - Gold has set a new historical closing record for the 36th time this year, with a year-to-date increase of 43%, significantly surpassing the inflation-adjusted historical peak from 1980 [1] - Silver prices also surged, with spot silver reaching $43.8 per ounce, the highest level in over 14 years [1] Group 2: Influencing Factors - The rise in gold and silver prices is supported by multiple favorable factors, including the Federal Reserve's easing policies, increased reserves by central banks, and ongoing geopolitical tensions driving safe-haven demand [1] - Silver is experiencing strong demand from green industries such as photovoltaics, contributing to a persistent supply shortage [1] Group 3: Company Developments - Hilltop's El Domo project is currently under construction and is rich in copper, gold, and silver, which will help the company diversify its metal portfolio and reduce reliance on traditional metals like silver and lead-zinc [1] - According to feasibility studies, the El Domo project is expected to yield an average annual production of approximately 21,000 tons of copper equivalent over a 10-year mine life, potentially becoming a significant profit growth driver for the company [1]

Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of Silvercorp Metals (SVM.US), which increased by 17.27% to $6.11, marking a cumulative gain of 104% year-to-date [1] - Gold futures for December delivery on the New York Commodity Exchange rose by $69.30, or 1.9%, closing at $3,775.10 per ounce, achieving the highest closing price on record for the most active contract [1] - The year-to-date increase in gold prices has reached 43%, surpassing the inflation-adjusted historical peak from 1980, with this being the 36th time gold has set a new historical closing record this year [1] Group 2 - Silver prices also saw a significant increase, with spot silver rising to $43.8 per ounce, reaching a level not seen in over 14 years [1] - The rise in gold and silver prices is attributed to multiple favorable factors, including the Federal Reserve's easing policies, central banks increasing reserves, and ongoing geopolitical tensions driving safe-haven demand [1] - Silver is facing a continuous supply shortage due to strong demand from green industries such as photovoltaics [1] Group 3 - Silvercorp's El Domo project is currently under construction and is rich in copper, gold, and silver, which will help the company diversify its metal portfolio and reduce reliance on silver, lead, and zinc prices [1] - According to feasibility studies, the El Domo project is expected to yield an average annual production of approximately 21,000 tons of copper equivalent over a 10-year mine life, potentially becoming a significant profit growth driver for the company [1]

Group 1 - Silvercorp Metals, Inc. (NYSE:SVM) is recognized as one of the 11 Best Silver Mining Stocks to Buy According to Hedge Funds [1] - Roth Capital analyst Joe Reagor raised the price target for Silvercorp from $6.25 to $6.75 while maintaining a Buy recommendation [1] - The company is adjusting its model for miners based on an increase in projected gold prices, estimating average gold prices of $3,294 for Q2, $3,300 for Q3, and $3,150 for Q4 2025 [1] Group 2 - Silvercorp Metals is a mineral exploration company engaged in acquiring, exploring, developing, and mining mineral properties, with producing mines located in China and projects in Ecuador [2] - The company's revenue is primarily generated from the sale of silver concentrates, with significant operations in the Ying Mining District and GC Mine in China [2] - Silvercorp's portfolio includes the Condor gold project in Ecuador and the El Domo copper-gold project, alongside multiple silver-lead-zinc mines in China [2]

Core Viewpoint - Hilltop Metal Mining (SVM.US) has released its 2025 fiscal year sustainability report, showcasing its achievements in environmental, social, and governance (ESG) practices, with outstanding international ESG ratings [1][2] Environmental Protection - The company emphasizes compliance and innovation, with all its mines in China certified under ISO 14001 - Strict management of tailings storage facilities is implemented, utilizing advanced technologies like HDPE impermeable membranes to prevent environmental pollution - In the 2025 fiscal year, freshwater withdrawal intensity decreased by nearly 30%, and the water recycling rate for production reached 83.84% - The company has completely eliminated coal usage and promoted solar power, resulting in a 17.15% reduction in greenhouse gas emissions intensity compared to the 2020 fiscal year [1] Social Responsibility - A professional emergency response and prevention system has been established, conducting 59 emergency drills throughout the year with no pollution incidents reported - The million-hour loss incident rate (LTIR) decreased by 43.48% year-on-year - The company promotes fair compensation and diversity management, focusing on women's career development - Social contributions exceeded 9 million yuan, providing nearly 3,600 job opportunities [1] Corporate Governance - The company has established a three-tier vertical governance system at the board level - Collaboration with top universities is aimed at promoting technological innovation and digitalization - An internal control system covering 12 major processes ensures compliance and stable development of global operations [2]